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Final Friday – January 2016

Recorded: January 29, 2016
Presented by Valerie L. Peterson, J.D.
ElderCounsel, LLC
Duration: 29 minutes

Final Friday Update: 30 Days in 30 Minutes is a member webinar ElderCounsel hosts each month to review important news updates in the areas of Medicaid planning, special needs planning and Veterans Pension planning from across the country.

Agenda: 

  1. Daley case out of Massachusetts—irrevocable trust countable for Medicaid purposes
  2. H.R. 4351 introduced to address VA “pension poachers”
  3. Cook case out of Ohio—third party purely discretionary supplemental needs trusts could be problematic
  4. Are we closer to a cure for Alzheimer’s?

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